Richard Schaefer, AWM

Senior Vice President - Branch Director, Senior Consulting Group

520-615-4324 | Email |
520-299-3671

Richard is the managing partner of Coast to Coast Financial Advisors. As a branch director for many years, he primarily focuses on complex issues surrounding estate, trust and philanthropic planning, and coordinating with our clients’ tax and legal professionals.

Experience

  • More than 35 years of experience in the financial industry, specializing in individual portfolio development and management

Education and licenses

  • Bachelor of Science in business administration from University of Arizona
  • Series 7, 8, 31, 63 and 66 securities licenses 
  • Insurance licensed
  • Accredited Wealth Manager (AWM) designation
  • Registered under NMLS#1631993 through City National Bank

Recognitions

  • Chairman’s, President’s or Director’s Council designation recipient since 1994
  • Recipient of the International Who’s Who and All American Team awards in recognition of financial expertise and dedication to principles of sound investing since 1995
  • Dick McFarland Volunteer of the Year Award recipient for the RBC Wealth Management employees who made the most outstanding contributions to their community – 2003
  • The Spirit of Philanthropy award for dedication to philanthropic issues  – 2006
  • The Dynamic Duo award for extensive community service  – 2008
  • Father of the Year — Community of Tucson award  – 2006
  • RBC Global Citizen Award – 2017

Community involvement

  • President of board of directors, St. Augustine High School – 2008 - current
  • Chairman of the Pima County Board of Adjustments – 1994 - current
  • Commissioner, Pima County Commission on Trial Court Judges – 2002 - current
  • Steele Children’s Research Center, board member – 1990 - 2002
  • Tucson Medical Center Audit and Oversight Committee – 2000 - current
  • Founding member of the Father’s Day Council – Tucson – 1994 - current
  • Tucson Museum of Art – Trustee – 2016 - current
  • Ronald McDonald House Charities of Southern Arizona – Development Committee member – 2017 - current
  • JobPath board member – 2004 - current
  • Honorary board member of Tucson Ladies Council (TLC) – 2004 - current
  • Sonoran Institute, board of directors

Personal

  • Richard and his wife, Stella, are both third generation residents of Tucson and they have two sons and one grandson
  • Achieved fifth-degree Master Black Belt in Tae Kwon Do and instructor
  • Richard’s great-grandmother arrived in Tucson in a covered wagon

Vance L. Falbaum, AWM, CIMA®

Managing Director - Financial Advisor, Senior Consulting Group

520-615-4339 | Email |
520-299-3671

Experience

  • Vance has been with RBC Wealth Management for more than 29 years, overseeing all investment strategies and comprehensive wealth planning solutions for our clients.

Education, licenses and professional endeavors

  • Member of the Investment Management Consultants Association (IMCA)
  • Member of the Western Pension Benefits Conference
  • Member of RBC Wealth Management’s Senior Consulting Group
  • Member of RBC Wealth Management’s Institutional Consulting Group
  • Graduate - Virginia Tech, Bachelor of Arts, Communications
  • Professional development and post-graduate studies at the Wharton School (University of Pennsylvania), Stern College of Business (New York University) and the Estate and Wealth Strategies Institute (Michigan State University)
  • Candidate - Master of Legal Studies, University of Arizona, James E. Rogers College of Law
  • Holds the Series 7, 8, 31, 63 and 65 securities licenses
  • Registered under NMLS#1588229 through City National Bank

Recognitions

  • Member of RBC Wealth Management’s Chairman’s Council, which represents the top 150 financial advisors of the firm
  • Named to the 2008 Barron’s Top Advisor List of the 1,000 best performing financial consultants in the country; ranked 18th in Arizona*
  • Received the 2015 Financial Times Top 400 Award**

Community involvement

  • Board member, Boys and Girls Clubs of Tucson
  • Member, DM-50
  • Tucson Airport Authority, Audit Council
  • Salpointe Catholic High School Investment Committee
  • Tucson Metropolitan Chamber of Commerce

Personal

  • He is married with four sons and has lived in Tucson since 1988

Robert Present

Senior Vice President - Financial Advisor, Consulting Group

520-615-4338 | Email |
888-632-7461

Experience

  • More than 32 years of experience in the financial industry, specializing in the analysis of money manager styles and performance
  • A founding member of RBC Wealth Management’s Investment Advisory Group
  • Published in the Tucson Citizen

Education and licenses

  • Series 7, 63 and 65 securities licenses
  • Insurance licensed
  • Registered under NMLS#1631990 through City National Bank

Recognitions

  • President’s Council award recipient since 1998
  • Man of the Year, Jewish Community of Tucson, Arizona – 2000
  • Featured in the premier Financial Advisor magazine, Registered Representative, in 1998
  • Father of the Year – Community of Tucson – 2008

Community involvement

  • Established a mentoring program for University of Arizona Native American students majoring in finance
  • Past president of the Jewish Federation of Southern Arizona
  • Federation campaign chairman in 2000 and 2001 of the Jewish Federation of Southern Arizona, responsible for raising $3 million each year
  • 2003 President of his synagogue, Congregation Anshei Israel
  • Past president and founder – Steven M. Gootter Foundation, responsible for raising $2 million to fund an endowed chair position at the University of Arizona Sarver Heart Center

Personal

  • Bobby is a third generation resident of Tucson
  • Bobby and his wife, Deborah Oseran, have three children: Naomi, Joshua (Missy), Claire (Cameron) and five grandchildren: Lena Joy, Harry, Jack, Fiona and Aaron

Linda ImmermanStoffers

First Vice President - Financial Advisor, Consulting Group

520-615-4306 | Email |
520-299-3671

Experience

  • More than 20 years of experience in the financial industry with a focus on understanding clients’ needs by conducting personal risk assessments and managing tax directives

Education and licenses

  • Series 7, 63 and 65 securities licenses
  • Life, disability, health and variable annuity licenses for numerous states

Recognition

  • Featured in Registered Representative premiere magazine, in 1999
  • Gala co-chair, Jewish Family & Children’s Service, in 1999
  • Gala chair, Tucson Heart Ball, in 2004
  • Tucson Remarkable Mom, in 2005 

Community involvement

  • Trustee — Women’s Foundation of Southern Arizona
  • Board member — El Rio Health Center Foundation 
  • Former chair and executive board member — Old Pueblo Division Board of Directors, American Heart Association 
  • Former executive board member — Southern Arizona American Red Cross 
  • Former executive board member — Jewish Family & Children’s Service 
  • Former Southern Arizona Leadership Council — Alzheimer’s Association 

Personal

  • Linda and her husband, Bill, are proud parents to five daughters and eight grandchildren

Aaron Crowley, CFP®, CLU®

Financial Advisor

520-615-4327 | Email |
520-299-3671

Experience

  • More than ten years of experience in the financial services industry specializing in wealth management planning, insurance products and risk management

Education and licenses

  • Graduate of the Arizona State University with a bachelor’s degree in business and communications
  • Has Series 6, 7, 63 and 65 securities licenses, as well as an Arizona insurance license

Community involvement

  • Active Member of the Tucson Conquistadores – member since 2016
  • Board Member of The First Tee of Tucson – member since 2015
  • Treasurer of the Active 20/30 Club of Tucson (President 2013-2015) – member since 2012
  • Associate board member of the Boys and Girls Clubs of Tucson – member since 2011
  • New Connections chair member of the Tucson Metro Chamber of Commerce
  • Associate board member of the Southern Arizona Community Sports (SACS) – member since 2013

Personal

  • Married to LeAmber
  • Born in Austin, Texas, but proud to call Tucson, Arizona home

CFP® professionals are dedicated to the highest level of professionalism and ethical standards, and, through the intensive requirements, gain a greater understanding of risk management techniques, as well as insurance, tax, estate, investments, and retirement planning. These topics of study allow CFP professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.
The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920's. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

Deanna Jones

Senior Registered Client Associate

520-615-4348 | Email
520-299-3671

Experience

  • More than 27 years of experience in the securities industry
  • Client associate and operations manager at Prudential Securities
  • Retirement plan operations manager at Home Federal Savings
  • Pima Savings retirement plan manager

Education and licenses

  • Series 7 and 63 securities licenses
  • Arizona insurance licensed

Community involvement

  • Past president, vice president and treasurer of her church ladies mission group
  • Volunteer at Desert Christian High School

Personal

  • Married since 1983 with two children and three grandchildren
  • Enjoys hiking, drag racing, collecting antiques, crochet and making jewelry

Sandy Zimberoff

Branch Service Mgr/Sr Registered Client Assoc

520-615-4349 | Email
520-299-3671

Experience

  • More than 30 years of experience in the securities industry
  • Saving and loan industry teller working her way up to retirement plan representative

Education and licenses

  • Series 7, 9, 10 and 63 securities licenses

Community involvement

  • Past board member of Sisterhood at her synagogue
  • Past secretary of the Tucson Chapter of the Model A Ford Club of America
  • Past board member of the Tucson Chapter of the Father’s Day Council
  • Walk to benefit Steele Memorial Children’s Hospital Research to find a cure for juvenile diabetes

Personal

  • Married since 1984 with one child
  • Enjoys gardening, cooking, quilting, stamping and any craft that catches her eye

Tammy Sandoval

Senior Client Associate

520-615-4369 | Email
520-299-3671

Experience

  • More than 29 years of experience in the securities industry
  • Past senior branch operations associate

Community involvement

  • Volunteer Catholic Youth Services
  • Past treasurer of local youth sports organization

Personal

  • Married since 1988 with two sons, Ben and Nick, and one grandson, Jeremy
  • Enjoys ATV trail riding, hiking and gardening

Awards

  • 2013 RBC Wealth Management Annual Award of Excellence winner

Kathe Simmonds

Senior Registered Client Associate

520-615-4347 | Email
888-632-7461

Experience

  • More than 18 years in the financial services industry and 18 years as a small business manager
  • Cashier and operations associate at Morgan Stanley
  • New account clerk at Morgan Stanley
  • Cashier and new account clerk at Prudential Insurance

Education and licenses

  • Series 7 and 66 securities licenses

Personal

  • Married for 33 years with three children and four grandchildren
  • Enjoys cruising, camping, embroidery, reading and genealogy
  • Active supporter of the Green Valley Fire Fighters Foundation

Joanna Stigler

Registered Client Associate

520-615-4346 | Email

Experience

  • Responsible for managing, coordinating and implementing 401(k) Plan components
  • Performs marketing and administrative duties for both corporate and private clientele
  • Over 10 years’ experience in high-end retail and customer service

Education and licenses

  • Series 7 and 66 securities licenses

Personal

  • Speaks both French and Spanish fluently